KINGSMORE WEALTH MANAGEMENT, LLC

KINGSMORE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 306722). Regulatory assets under management: $293K.

Registration

• CRD: 306722
• Type: Registered investment adviser
• Phone: (864) 426-0225
• Latest filing: 2026-03-04
• Regulatory AUM: $293K
• Non-discretionary AUM: $293K
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306722 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search